knowledge topics
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03 Credit and Debt
Both CFP professionals and QAFP professionals are expected to possess the knowledge that will allow them to assess an individual’s credit worthiness and determine suitable credit facilities. They should also be able to determine optimal debt repayment strategies, including the impact that changes to strategies may have on the individual’s debt level, amortization, cash flow and ability to achieve their goals. In addition, they should be able to identify appropriate options and professionals who can help delinquent and insolvent debtors.
Version 1.4.0, Updated 20200331
The following articles in this knowledge topic have been updated under Version 1.4.0.
- Sub-Topic: Installment Credit Facilities
Article: Loan from an Employer
Both QAFPTM Professionals and CFP® Professionals
CFP® Professionals Only
- Sub-Topic: Installment Credit Facilities
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Foundations of Credit
Both QAFPTM Professionals and CFP® Professionals
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Types of Credit
Both QAFPTM Professionals and CFP® Professionals
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Terms of Credit
Both QAFPTM Professionals and CFP® Professionals
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Installment Credit Facilities
Both QAFPTM Professionals and CFP® Professionals
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Revolving Credit Facilities
Both QAFPTM Professionals and CFP® Professionals
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Business Credit Facilities
Both QAFPTM Professionals and CFP® Professionals
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Credit Adjudication
Both QAFPTM Professionals and CFP® Professionals
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Debt Repayment
Both QAFPTM Professionals and CFP® Professionals
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Delinquency
Both QAFPTM Professionals and CFP® Professionals
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Insolvency
Both QAFPTM Professionals and CFP® Professionals
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